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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,511 | $58,828-9.0% | $78,002-31.4% | $62,881-14.9% |
| Participation rate | 88.2% | 71.1%+17.2pp | 75.5%+12.7pp | 69.3%+18.9pp |
| Annual return | 5.75% | 17.16%-11.4pp | 425.99%-420.2pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,107 | $1,672-33.8% | $2,470-55.2% | $2,281-51.5% |
| Participant deferral / active EE | $3,040 | $2,686+13.2% | $3,497-13.1% | $3,203-5.1% |
| Admin fee / account holder | $12,632 | $4,393+187.5% | $5,481+130.5% | $4,296+194.1% |